Alternative Finance LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Alternative Finance LLC is a newly formed SEC‑registered advisory firm that, according to its brochure, provides written financial planning (one‑time and ongoing) and investment advice limited to mutual funds, fixed income, real‑estate funds (including REITs), insurance products and annuities, equities, ETFs, TIPS, non‑U.S. securities and private placements. The brochure lists individuals and high‑net‑worth individuals as client types, reports $0 in assets under management as of April 2024, and describes subscription‑style monthly service tiers alongside one‑time planning engagements.
The firm describes a multi‑disciplinary investment approach using charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory to support both long‑ and short‑term trading recommendations, and it tailors model allocations and recommendations to client restrictions and values. Alternative Finance states that it does not take discretionary authority or custody of client accounts and typically delivers plans upon completion unless a client chooses ongoing subscription services.
What is distinctive in the brochure is the fee design: Alternative Finance relies on fixed monthly subscription tiers and an hourly fee for one‑time written financial plans rather than charging percentage‑of‑assets‑under‑management fees, and it discloses it does not accept performance‑based fees or participate in wrap programs. The firm operates with a single management person, was formed in 2024, and discloses use of Schwab Institutional custody/trading services and potential soft‑dollar benefits, which the brochure says may factor into its broker selection.
Client services
Financial planning
Expertise
Annuities
Real estate investing
Fee options
$200 per hour for one-time financial plan preparation
Fixed monthly fees of $50, $100, or $250 depending on selected service tier
Fee-only: Fixed monthly fees ranging from $50 to $250 depending on service tier; Hourly fee of $200 for one-time financial plan preparation
Main office location
Alternative Finance LLC
999 Ponce De Leon Boulevard, Suite 1110 Ph
Coral Gables FL 33134, United States
Number of offices
1
Most active in
Alternative Finance LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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